Pinnacle Eye Care 401(K) Savings Plan — Form 5500 plan (Pinnacle Eye Care, Inc. D/B/A Vision First)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pinnacle Eye Care 401(K) Savings Plan is a benefit plan reported by Pinnacle Eye Care, Inc. D/B/A Vision First under EIN 75-2993005 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $7,396,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinnacle Eye Care, Inc. D/B/A Vision First
- EIN
- 75-2993005
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $7,396,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20240807071735NAL0005782016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,396,149
- Net assets (EOY)
- $7,396,149
- Net assets (BOY)
- $7,236,722
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $442,104
- Total contributions
- $472,974
- Total income / additions
- $1,355,481
Expenses & distributions
- Benefits paid
- $1,185,256
- Administrative expenses
- $33,393
- Total expenses
- $1,229,048
- Net increase / (decrease)
- $126,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Comp Of A | RECORDKEEPER | $34,165 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $18,164 | 2023 |
| Retirement Management Services, LLC | CONTACT ADMIN | $1,790 | $3,388 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $3,026 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $497 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinnacle Eye Care, Inc. D/B/A Vision First
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Insurance Comp Of A — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation